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Axis Retirement Savings Fund vs Nippon India Retirement Fund compare

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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tortoise-icon Axis Retirement Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3089 Cr ₹341 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 11 Feb 2015 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE India Bond Index
Turn Over 61% 32.33%
Expense Ratio 1.95 2.42
Manager Pranay Sinha Vinayak Jayanath
ISIN Code INF204KA1B64 INF846K01T44
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month 6.69% 5.82%
6 Month -8.12% -6.02%
1 Year 8.08% 9.66%
3 Year 15.44% 12.26%
5 Year 23.47% 15.07%

SIP Return Analysis

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month -0.76% -0.61%
1 Year -5.95% -1.91%
3 Year 16.59% 14.76%
5 Year 17.68% 13.05%

Rolling Lumpsum Returns

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 10.23% 17.94%
3 Year 10.45% 12.08%
5 Year 8.68% 13.46%

Risk Management

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 14.598% 12.58%
Sharp 0.564% 0.305%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth
Name Pranay Sinha Vinayak Jayanath
Total AUM ₹21046 Cr ₹0 Cr
Funds Managed 6 18
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Axis Retirement Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 0.7 11.54
Large Cap 71.08 55.73
Small Cap 13.26 15.18
Mid Cap 14.96 17.55

Sector Allocation

Scheme Name

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 0.7 11.54
Energy 5.81 6.52
Technology 13.54 9.47
Communication Services 5 4.41
Healthcare 4.86 9.62
Consumer Defensive 4.36 3.17
Industrials 10.31 10.99
Basic Materials 5.24 3.96
Financial Services 31.76 25.15
Consumer Cyclical 13.19 8.9
Utilities 3.91 2.92
Real Estate 1.33 3.36

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